Live Markets
Wednesday, July 29, 2026·George Town, KY·29°·Partly Cloudy
Markets Open · NYSE·Newsletter·Masthead·
VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

ZRC WEALTH MANAGEMENT, LLC

Quarter ended Q2 2023 · Filed May 4, 2023 · Accession 0001976256-23-000001

Total Value
$109.2M
Positions
352
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (352)

#IssuerTicker / CUSIPSharesValue% of Filing
1ISHARES TR46434V613376,827$17.4M15.92%
2SCHWAB STRATEGIC TR808524771197,783$10.9M9.94%
3ISHARES TR46428767179,222$7.0M6.44%
4AMERICAN CENTY ETF TR025072703123,006$7.0M6.42%
5VANGUARD INDEX FDS92290862924,198$5.1M4.67%
6ISHARES TR46428722645,228$4.5M4.13%
7ISHARES TR46428780442,442$4.1M3.76%
8AMERICAN CENTY ETF TR02507260458,331$3.1M2.82%
9APPLE INCAAPL13,757$2.3M2.08%
10AMERICAN CENTY ETF TR02507288530,230$2.1M1.96%
11SPDR S&P 500 ETF TRSPY5,059$2.1M1.90%
12VANGUARD CHARLOTTE FDS92203J40740,973$2.0M1.83%
13VANGUARD INDEX FDS9229087698,627$1.8M1.61%
14ALPHABET INCGOOG16,247$1.7M1.55%
15ALPHABET INCGOOG16,012$1.7M1.52%
16SCHWAB STRATEGIC TR80852478929,540$1.6M1.46%
17ISHARES TR4642876145,766$1.4M1.29%
18DIMENSIONAL ETF TRUST25434V50022,951$1.2M1.11%
19SCHWAB STRATEGIC TR80852475538,059$1.2M1.09%
20TESLA INCTSLA5,396$1.1M1.02%
21SPDR S&P MIDCAP 400 ETF TRMDY1,948$893,1710.82%
22JOHN HANCOCK EXCHANGE TRADED47804J20618,608$890,9590.82%
23DIMENSIONAL ETF TRUST25434V60918,674$830,9820.76%
24AMERICAN CENTY ETF TR02507234915,637$799,2040.73%
25ISHARES TR46432F84210,910$729,3350.67%
26ISHARES TR46435G5169,838$706,7620.65%
27HP INCHPQ22,494$660,1990.60%
28MICROSOFT CORPMSFT2,238$645,3160.59%
29ISHARES TR46435G4257,009$633,9580.58%
30AGILENT TECHNOLOGIES INCA4,146$573,5580.53%
31VANGUARD INDEX FDS9229087512,819$534,4380.49%
32ISHARES TR4642871505,461$494,5360.45%
33VANGUARD INDEX FDS9229086113,069$487,2810.45%
34MCDONALDS CORPMCD1,660$464,1830.42%
35VANGUARD INDEX FDS9229085535,582$463,5680.42%
36ISHARES TR4642874656,095$435,9150.40%
37WISDOMTREE TRWT11,461$433,9160.40%
38SCHWAB STRATEGIC TR80852480511,294$393,0320.36%
39KEYSIGHT TECHNOLOGIES INCKEYS2,403$388,0370.36%
40ISHARES TR4642878794,127$386,2360.35%
41ADOBE SYSTEMS INCORPORATEDADBE954$367,6430.34%
42HEWLETT PACKARD ENTERPRISE CHPE-PC22,494$358,3300.33%
43SCHWAB STRATEGIC TR8085241027,456$356,7920.33%
44AMAZON COM INCAMZN3,370$348,1190.32%
45J P MORGAN EXCHANGE TRADED F46641Q8376,312$317,6070.29%
46SCHWAB CHARLES CORPSCHW-PJ6,012$314,9290.29%
47SCHWAB STRATEGIC TR8085246077,491$314,0920.29%
48METTLER TOLEDO INTERNATIONALMTD200$306,0420.28%
49TARGET CORPTGT1,795$297,3560.27%
50CONCENTRIX CORPCNXC2,235$271,6650.25%
51VANGUARD INTL EQUITY INDEX F9220427422,821$259,7640.24%
52PIMCO ETF TR72201R7752,639$244,7720.22%
53J P MORGAN EXCHANGE TRADED F46641Q6544,770$242,2770.22%
54PEPSICO INCPEP1,313$239,3600.22%
55ABBVIE INCABBV1,484$236,5060.22%
56SCHWAB STRATEGIC TR8085245083,442$233,5290.21%
57COSTCO WHSL CORP NEW22160K105464$230,6070.21%
58ZOETIS INCZTS1,338$222,6970.20%
59VANGUARD SPECIALIZED FUNDS9219088441,358$209,0950.19%
60ISHARES TR4642888774,164$202,0790.18%
61VANGUARD BD INDEX FDS9219378272,538$194,1330.18%
62CHEVRON CORP NEWCVX1,178$192,1610.18%
63VANGUARD INTL EQUITY INDEX F9220426764,700$190,6880.17%
64VANGUARD WHITEHALL FDS9219468853,013$187,7230.17%
65KLA CORPKLAC469$187,2110.17%
66INVESCO QQQ TRIVZ542$173,9450.16%
67ROPER TECHNOLOGIES INCROP391$172,3100.16%
68VISA INCV737$166,1650.15%
69VANGUARD TAX-MANAGED FDS9219438583,543$160,0540.15%
70ISHARES TR464287549465$157,7840.14%
71RAYTHEON TECHNOLOGIES CORPRTX1,583$155,0440.14%
72NEXTERA ENERGY INCNEE-PW2,000$154,1600.14%
73ENTERPRISE PRODS PARTNERS L2937921075,894$152,6660.14%
74MONDELEZ INTL INC6092071052,133$148,7130.14%
75MARVELL TECHNOLOGY INCMRVL3,431$148,5690.14%
76ISHARES TR464287408965$146,4490.13%
77SCHWAB STRATEGIC TR8085243002,192$142,8530.13%
78CSX CORPCSX4,734$141,7360.13%
79META PLATFORMS INCMETA657$139,2450.13%
80HOME DEPOT INCHD471$139,0020.13%
81ONTO INNOVATION INCONTO1,539$135,2480.12%
82DIMENSIONAL ETF TRUST25434V7325,656$133,4260.12%
83ISHARES INC46434G8634,170$131,2830.12%
84ISHARES TR464287507515$128,8330.12%
85PALO ALTO NETWORKS INCPANW618$123,4400.11%
86JOHNSON & JOHNSONJNJ795$123,2470.11%
87EXXON MOBIL CORPXOM1,104$121,0650.11%
88VANGUARD INDEX FDS922908538615$119,9420.11%
89TAIWAN SEMICONDUCTOR MFG LTD8740391001,235$114,8800.11%
90SPDR DOW JONES INDL AVERAGE78467X109343$114,0890.10%
91ISHARES TR46434V4072,699$112,4920.10%
92THERMO FISHER SCIENTIFIC INCTMO193$111,2400.10%
93PFIZER INCPFE2,588$105,5780.10%
94MICROCHIP TECHNOLOGY INC.MCHPP1,257$105,3120.10%
95MERCK & CO INCMRK981$104,4190.10%
96ALPS ETF TR00162Q4522,694$104,1400.10%
97DISNEY WALT CO2546871061,039$104,0010.10%
98VEEVA SYS INCVEEV563$103,4740.09%
99ISHARES TR4642898591,618$102,8730.09%
100VANGUARD INTL EQUITY INDEX F9220427751,910$102,1280.09%
101BIO-TECHNE CORPTECH1,372$101,7890.09%
102AIR PRODS & CHEMS INCAIIR354$101,6730.09%
103GILEAD SCIENCES INCGILD1,197$99,3150.09%
104ISHARES TR4642874991,404$98,1680.09%
105SCHWAB STRATEGIC TR8085247303,747$97,6100.09%
106JPMORGAN CHASE & COVYLD734$95,6110.09%
107ISHARES TR464287473876$93,0320.09%
108COMCAST CORP NEWCCZ2,378$90,1500.08%
109VANGUARD WORLD FDS92204A603472$89,9210.08%
110AVERY DENNISON CORPAVY500$89,4650.08%
111ISHARES TR46429B6891,299$87,8560.08%
112ABBOTT LABSABLZF858$86,8820.08%
113QUANTA SVCS INC74762E102515$85,8200.08%
114BALCHEM CORPBCPC668$84,4890.08%
115ARES MANAGEMENT CORPORATIONARES-PB1,000$83,4400.08%
116HONEYWELL INTL INC438516106430$82,1820.08%
117CISCO SYS INCCSCO1,570$82,0730.08%
118VANGUARD WHITEHALL FDS9219468101,102$81,2060.07%
1193M COMMM765$80,4100.07%
120DANAHER CORPORATION235851102319$80,4010.07%
121REINSURANCE GRP OF AMERICA I759351604600$79,6560.07%
122ANALOG DEVICES INCADI400$78,8880.07%
123STARBUCKS CORPSBUX745$77,5420.07%
124NIKE INCNKE624$76,5710.07%
125ISHARES TR46429B6551,502$75,6950.07%
126SCHWAB STRATEGIC TR8085247971,026$75,0800.07%
127ISHARES TR46434V6473,239$74,2710.07%
128SPDR GOLD TRGLD398$72,9220.07%
129VANECK ETF TRUST92189F676273$71,8510.07%
130ISHARES TR464287630500$68,5100.06%
131VANGUARD SCOTTSDALE FDS92206C409878$66,9630.06%
132ISHARES INC4642861032,915$66,8710.06%
133VANGUARD MALVERN FDS9220208051,392$66,5660.06%
134INVESCO EXCHANGE TRADED FD TIVZ413$64,6750.06%
135PROCTER AND GAMBLE CO742718109421$62,6730.06%
136SELECT SECTOR SPDR TR81369Y6051,940$62,3710.06%
137ISHARES TR464287655346$61,7270.06%
138VANGUARD INTL EQUITY INDEX F9220428581,524$61,5790.06%
139SELECT SECTOR SPDR TR81369Y209474$61,3650.06%
140VERIZON COMMUNICATIONS INCVZ1,500$58,3390.05%
141ADVANCED MICRO DEVICES INCAMD594$58,2180.05%
142SIMON PPTY GROUP INC NEW828806109508$56,8450.05%
143ISHARES INC4642865331,015$55,4070.05%
144GLOBE LIFE INCGL-PD500$55,0100.05%
145SANOFISNYNF1,000$54,4200.05%
146ISHARES TR464288273887$52,7860.05%
147AMEREN CORPAEE606$52,3530.05%
148ISHARES TR464287481569$51,8080.05%
149BOEING COBA-PA243$51,6410.05%
150AMERICAN CENTY ETF TR025072877696$51,5110.05%
151DIMENSIONAL ETF TRUST25434V7992,113$50,8500.05%
152VANGUARD INTL EQUITY INDEX F922042718463$50,5900.05%
153BANK AMERICA CORP0605051041,757$50,2390.05%
154BROADCOM INCAVGO78$50,0410.05%
155AMGEN INCAMGN206$49,8010.05%
156SPDR INDEX SHS FDS78463X8631,835$48,2330.04%
157WEYERHAEUSER CO MTN BEWY1,600$48,2080.04%
158DXC TECHNOLOGY CODXC1,867$47,7210.04%
159ZEBRA TECHNOLOGIES CORPORATIZBRA150$47,7000.04%
160MASTERCARD INCORPORATEDMA131$47,6070.04%
161J P MORGAN EXCHANGE TRADED F46641Q332865$47,2470.04%
162BRISTOL-MYERS SQUIBB COCELG-RI679$47,0620.04%
163DIMENSIONAL ETF TRUST25434V4011,052$46,7310.04%
164ISHARES TR46435U8531,309$46,5420.04%
165DIMENSIONAL ETF TRUST25434V7081,814$46,2210.04%
166ARES CAPITAL CORPARCC2,500$45,6880.04%
167VANGUARD WHITEHALL FDS921946794733$45,4100.04%
168EATON CORP PLCETN265$45,4060.04%
169CARMAX INCKMX700$44,9960.04%
170INTEL CORPINTC1,364$44,5770.04%
171ISHARES TR46435G102610$44,2760.04%
172VANGUARD SCOTTSDALE FDS92206C102753$44,1090.04%
173FIRST TR EXCH TRADED FD III33739E1082,729$43,5630.04%
174INTERNATIONAL BUSINESS MACHSINTR331$43,4350.04%
175ISHARES TR464287200105$43,1640.04%
176ISHARES TR4642872341,086$42,8540.04%
177FMC CORPFMC350$42,7460.04%
178SPDR SER TR78464A870534$40,6970.04%
179DELL TECHNOLOGIES INCDELL1,000$40,2100.04%
180MARTIN MARIETTA MATLS INC573284106110$39,0570.04%
181ISHARES TR464289867775$38,7740.04%
182SELECT SECTOR SPDR TR81369Y803254$38,3570.04%
183CHECK POINT SOFTWARE TECH LTM22465104295$38,3500.04%
184GLADSTONE CAPITAL CORPGLAD4,000$37,6000.03%
185S&P GLOBAL INCSPGI108$37,2360.03%
186SCHWAB STRATEGIC TR8085247061,459$35,7750.03%
187NUSHARES ETF TRNU1,006$35,6230.03%
188XCEL ENERGY INCXELLL494$33,3160.03%
189FLEXSHARES TRFLEX623$33,0340.03%
190DOW INCDOW596$32,6660.03%
191NOVARTIS AGNVSEF350$32,2000.03%
192PAYPAL HLDGS INCPYPL422$32,0470.03%
193ISHARES TR464287705304$31,2430.03%
194GALLAGHER ARTHUR J & CO363576109151$28,8880.03%
195LAS VEGAS SANDS CORPLVS500$28,7250.03%
196GOLDMAN SACHS BDC INCGSBD2,057$28,0850.03%
197AMERICAN CENTY ETF TR025072281551$26,6340.02%
198AON PLCAON84$26,4850.02%
199ALCON AGALC370$26,1000.02%
200FLEXSHARES TRFLEX1,026$26,0690.02%
201GLOBAL X FDS37954Y889502$25,1850.02%
202MARSH & MCLENNAN COS INC571748102147$24,4830.02%
203TD SYNNEX CORPORATIONSNX250$24,1980.02%
204ILLUMINA INCILMN103$23,9530.02%
205INVESCO EXCH TRADED FD TR IIIVZ1,311$23,8940.02%
206ISHARES INC46434G103487$23,7610.02%
207JPMORGAN CHASE & COVYLD1,058$23,4770.02%
208SCHWAB STRATEGIC TR808524888687$23,1590.02%
209CATERPILLAR INCCAT101$23,1160.02%
210CLOROX CO DELCLX145$22,8950.02%
211HERCULES CAPITAL INCHCXY1,740$22,4230.02%
212FIRST SOLAR INCFSLR100$21,7500.02%
213UNITEDHEALTH GROUP INCUNH45$21,2670.02%
214RAYONIER INCRYN631$20,9880.02%
215ISHARES TR464287168179$20,9750.02%
216PETROLEO BRASILEIRO SA PETRO71654V4082,000$20,8600.02%
217AMERICAN CENTY ETF TR025072315464$20,7910.02%
218POTLATCHDELTIC CORPORATION737630103407$20,1470.02%
219HASBRO INCHAS375$20,1340.02%
220VANGUARD WORLD FDS92204A207102$19,7110.02%
221L3HARRIS TECHNOLOGIES INCLHX100$19,6240.02%
222CATALENT INC148806102286$18,7940.02%
223WISDOMTREE TRWT410$18,7860.02%
224SYNCHRONY FINANCIALSYF-PB636$18,4950.02%
225SIBANYE STILLWATER LTDSBYSF2,220$18,4710.02%
226EBAY INC.EBAY414$18,3700.02%
227SOFI TECHNOLOGIES INCSOFI3,000$18,2100.02%
228SPDR SER TR78464A763147$18,1860.02%
229VANGUARD STAR FDS921909768322$17,8010.02%
230DUPONT DE NEMOURS INCDD248$17,7640.02%
231LAUDER ESTEE COS INC51843910471$17,4990.02%
232DELTA AIR LINES INC DELDAL500$17,4600.02%
233ALTRIA GROUP INCMO389$17,3380.02%
234BRP GROUP INC05589G102672$17,1100.02%
235BAXTER INTL INC071813109384$15,5760.01%
236BLACKROCK INCBLK23$15,3900.01%
237DAVITA INCDVA187$15,1680.01%
238ISHARES TR46428762264$14,4150.01%
239ANNALY CAPITAL MANAGEMENT INNLY-PJ750$14,3330.01%
240ACCENTURE PLC IRELANDACN50$14,2910.01%
241ABB LTDABLZF400$13,7200.01%
242CONOCOPHILLIPSCOP138$13,6910.01%
243ISHARES TR464288646267$13,4950.01%
244MOTOROLA SOLUTIONS INCMSI46$13,1620.01%
245INVESCO MORTGAGE CAPITAL INCIVR-PC1,160$12,8680.01%
246ECOLAB INCECL75$12,4150.01%
247VANGUARD WORLD FD92191081660$12,2710.01%
248ISHARES TR46435U663360$12,2370.01%
249EQUITRANS MIDSTREAM CORP2946001012,116$12,2280.01%
250AMERICAN CENTY ETF TR025072299237$11,9710.01%
251ISHARES TR464288448426$11,7110.01%
252VICTORY PORTFOLIOS II92647N824185$11,2170.01%
253PARAMOUNT GLOBAL92556H206500$11,1550.01%
254GOLDMAN SACHS GROUP INCGSCE34$11,1220.01%
255ISHARES TR46434V381210$11,0760.01%
256GENERAL MTRS CO37045V100302$11,0610.01%
257WESTERN ALLIANCE BANCORPWAL-PA300$10,6620.01%
258DIMENSIONAL ETF TRUST25434V807328$10,5710.01%
259VANGUARD BD INDEX FDS921937835140$10,3360.01%
260THE NECESSITY RETAIL REIT IN02607T1091,645$10,3320.01%
261INGERSOLL RAND INCIR176$10,2400.01%
262BLUE BIRD CORPBLBD500$10,2150.01%
263SELECT SECTOR SPDR TR81369Y704100$10,1180.01%
264TE CONNECTIVITY LTDTEL72$9,4430.01%
265COCA COLA COKO150$9,3260.01%
266FIRST REP BK SAN FRANCISCO C33616C100653$9,1360.01%
267EMERSON ELEC COEMR100$8,7140.01%
268EDITAS MEDICINE INCEDIT1,200$8,7000.01%
269BIOGEN INCBIIB30$8,3410.01%
270UGI CORP NEW902681105236$8,2040.01%
271ONE GAS INCOGS100$7,9230.01%
272SPDR SER TR78464A10262$7,5570.01%
273CVS HEALTH CORPCVS100$7,4310.01%
274CATHAY GEN BANCORP149150104212$7,3320.01%
275AT&T INCT-PC379$7,2960.01%
276VIA RENEWABLES INCVIASP373$6,8560.01%
277VIATRIS INCVTRS703$6,7630.01%
278DIMENSIONAL ETF TRUST25434V880291$6,7110.01%
279BOSTON BEER INCSAM20$6,5740.01%
280VANECK ETF TRUST92189F64385$6,2760.01%
281BAIDU INCBAIDF40$6,0370.01%
282GENERAL ELECTRIC CO36960430162$5,9280.01%
283KIMBERLY-CLARK CORPKMB43$5,7720.01%
284UNITED AIRLS HLDGS INCUNTCW119$5,2660.00%
285FORD MTR CO DEL345370860392$4,9430.00%
286PIMCO ETF TR72201R78354$4,9310.00%
287LIVE NATION ENTERTAINMENT INLYV70$4,9000.00%
288ASYMMETRIC ETFS TRUST04651A101186$4,8680.00%
289CME GROUP INCCME25$4,7880.00%
290ETF MANAGERS TR26924G5081,329$4,6800.00%
291VANGUARD INDEX FDS92290874432$4,4200.00%
292DOCUSIGN INCDOCU72$4,1980.00%
293ISHARES TR46428828146$3,9690.00%
294STONECO LTDSTNE400$3,8160.00%
295BECTON DICKINSON & COBDX13$3,2190.00%
296INSTRUCTURE HLDGS INC457790103115$2,9850.00%
297ELASTIC N VESTC50$2,8950.00%
298PALANTIR TECHNOLOGIES INCPLTR300$2,5350.00%
299NOKIA CORPNOKBF515$2,5290.00%
300ANGLOGOLD ASHANTI LIMITEDAU100$2,4190.00%
301LUCID GROUP INCLCID287$2,3080.00%
302WELLS FARGO CO NEW94974610160$2,2430.00%
303COINBASE GLOBAL INCCOIN32$2,1630.00%
304ISHARES TR46432F33917$2,1100.00%
305PROSHARES TR74347X79952$1,9680.00%
306ASTRAZENECA PLCAZN28$1,9440.00%
307ORGANON & COOGN83$1,9410.00%
308SUNCOR ENERGY INC NEWSU60$1,8630.00%
309NIKOLA CORPNODK1,500$1,8150.00%
310NETFLIX INCNFLX5$1,7280.00%
311ADVISORSHARES TR00768Y453290$1,6490.00%
312GE HEALTHCARE TECHNOLOGIES IGEHC20$1,6410.00%
313UIPATH INCPATH62$1,0890.00%
314SIREN ETF TR82965820250$1,0730.00%
315VINTAGE WINE ESTATES INC92747V1061,000$1,0700.00%
316NOVO-NORDISK A SNONOF5$7960.00%
317AMPLIFY ETF TR03210860741$7940.00%
318ROKU INCROKU12$7900.00%
319WARNER BROS DISCOVERY INCWBD44$6650.00%
320SPIRIT AIRLS INC84857710235$6010.00%
321RIVIAN AUTOMOTIVE INCRIVN38$5890.00%
322KYNDRYL HOLDINGSKD37$5460.00%
323SVB FINANCIAL GROUP78486Q101500$4530.00%
324DUCKHORN PORTFOLIO INC26414D10628$4460.00%
325AKERO THERAPEUTICS INC00973Y10810$3830.00%
326SENSEONICS HLDGS INCSENS430$3060.00%
327BIOMARIN PHARMACEUTICAL INCBMRN3$2920.00%
328FUELCELL ENERGY INCFCELB75$2140.00%
329GOODYEAR TIRE & RUBR CO38255010115$1660.00%
330FATE THERAPEUTICS INCFATE27$1540.00%
331VIRGIN GALACTIC HOLDINGS INCSPCE38$1540.00%
332ETSY INCETSY1$1210.00%
333ALIGOS THERAPEUTICS INCALGS100$880.00%
334ISHARES U S ETF TR46431W6632$760.00%
335ISHARES U S ETF TR46431W6481$480.00%
336GALMED PHARMACEUTICALS LTDGLMD100$430.00%
337CHIPOTLE MEXICAN GRILL INCCMG0$350.00%
338MCCORMICK & CO INCMKC-V0$250.00%
339EXPEDIA GROUP INCEXPE0$230.00%
340IDEANOMICS INC45166V106125$140.00%
341OREILLY AUTOMOTIVE INC67103H1070$130.00%
342HERSHEY COHSY0$130.00%
343GENERAL MLS INC3703341040$130.00%
344AES CORPAES0$120.00%
345SALESFORCE INCCRM0$110.00%
346AFLAC INCAFL0$110.00%
347ELEVANCE HEALTH INCELV0$110.00%
348KRAFT HEINZ COKHC0$110.00%
349CHURCH & DWIGHT CO INCCHD0$100.00%
350MARRIOTT INTL INC NEW5719032020$100.00%
351SOUTHWEST AIRLS CO8447411080$80.00%
352BATH & BODY WORKS INCBBWI0$70.00%